See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,685-100.0% | $57,179-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 7.32% | 21.99%-14.7pp | 14.59%-7.3pp | 41.45%-34.1pp |
| Employer contribution / active EE | $5,053 | $3,279+54.1% | $2,682+88.4% | $4,869+3.8% |
| Participant deferral / active EE | $5,053 | $3,782+33.6% | $3,096+63.2% | $5,287-4.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |